DFX Intelligence
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Team lift-out
4 advisors left M••••• S•••••• for P••••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Robert Spear | Boston, Ma | Feb 16, 2026 | Mar 16, 2026 |
| Robyn C Varney | Boston, Ma | Feb 18, 2026 | Mar 16, 2026 |
| Jonathan Mcgregor Bordeau | Boston, Ma | Feb 19, 2026 | Mar 16, 2026 |
| Peter Palmer Bishop | Wellesley, Ma | Feb 19, 2026 | Aug 21, 2026 |
The rule
- Registrations ended
- Feb 16, 2026 to Feb 19, 2026
- Registered next
- Mar 16, 2026 to Aug 21, 2026
- Branch state
- MA
- Cities
- 2, most in Boston, Ma
- Registered there that day
- 22,412 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape